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Self-service Activation Lead



San Francisco, CA, USA
Posted on Monday, June 24, 2024

About Ramp

Ramp is the ultimate platform for modern finance teams. Combining corporate cards with expense management, bill payments, vendor management, accounting automation and more, Ramp's all-in-one solution is designed to save businesses time and money, and free finance teams to do the best work of their lives. Our mission is to help build healthier businesses, and it’s working: over 25,000 businesses on Ramp to save an average 5% and close their books 8x faster.

Founded in 2019, Ramp powers the fastest-growing corporate card and bill payment platform in America, and enables tens of billions of dollars in purchases each year.

Ramp's investors include Founders Fund, Stripe, Citi, Goldman Sachs, Coatue Management, D1 Capital Partners, Redpoint Ventures, General Catalyst, and Thrive Capital, as well as over 100 angel investors who were founders or executives of leading companies. The Ramp team comprises talented leaders from leading financial services and fintech companies—Stripe, Affirm, Goldman Sachs, American Express, Mastercard, Visa, Capital One—as well as technology companies such as Meta, Uber, Netflix, Twitter, Dropbox, and Instacart. In 2023, Ramp was named Fast Company’s #1 Most Innovative Company in North America, LinkedIn’s #1 Top Startup in the U.S., a CNBC Disruptor, and a TIME100 Most Influential Company.

About the Role

Ramp is in a critical phase of growth. We are investing in tech and product-enabled strategies to improve how we onboard this critical customer base at scale. You’ll work directly with our VP of Customer Activation and Success to drive new initiatives that leverage our Scaled CSM team, in-product enhancements, and AI. You will collaborate closely with our Customer Success, Product, Data, and Revenue Operations teams to deliver on ambitious self-service activation goals. This is a key role where you will be uniquely positioned to drive Ramp’s self-serve business forward across multiple functions.

What You’ll Do

  • Drive the self-service customer onboarding strategy and execution, working directly with VP Customer Activation, Scaled Customer Success Managers, and Product

  • Partner directly with Scaled CSM leadership to iterate on new scaled onboarding initiatives, including group onboarding motions and leveraging Applied AI

  • Maintain and improve an AI chatbot to assist new customers during onboarding

  • Conduct deep data analysis, and build dashboards to identify areas of strength and opportunity for Ramp’s activation funnel

  • Run regular metrics reviews and deep dives cross-functionally

  • Partner closely with the Product & Design team to ensure that activation product initiatives directly improve customers’ self-onboarding experience

What You Need

  • Minimum 5-7+ years of experience total in go-to-market, operations/strategy, management consulting, or venture capital, with at least 2 years operating experience at a startup

  • You have a “get things done” mentality; you can dissect complex problems, identify solutions, and drive these solutions to completion with a high degree of autonomy

  • You are resourceful, have a strong willingness to learn, and can pick up new skills where needed (e.g. Looker, SQL)

  • You are creative and can see how the pieces of a complex problem fit together; you feel comfortable challenging assumptions when they are not well-based

  • You like to build - you enjoy the process of going from problem to solution regardless of the medium

  • You’re a master with data analysis, and have an exceptional ability to draw key insights from both quantitative and qualitative data

  • You have a team-first mentality and communication skills that allow you to influence others at all levels and across all functions within the organization to rally behind shared business goals

  • You have experience working with technical counterparts in Product and Engineering to share feedback, troubleshoot and ideate workarounds as needed

  • You have an ability to anticipate customers’ needs and position product solutions accordingly

  • High adaptability and ability to thrive in a fast paced environment

Nice to Haves

  • Command of Looker, SQL, Salesforce, Outreach and other business systems and tools, or a strong willingness to learn

  • Experience with financial services

  • Experience at a high-growth startup

Benefits (for U.S.-based full-time employees)

  • 100% medical, dental & vision insurance coverage for you

    • Partially covered for your dependents

    • One Medical annual membership

  • 401k (including employer match on contributions made while employed by Ramp)

  • Flexible PTO

  • Fertility HRA (up to $5,000 per year)

  • WFH stipend to support your home office needs

  • Wellness stipend

  • Parental Leave

  • Relocation support for NY

  • Pet insurance

Other notices

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.